Purchases and Sales Made in Q2 2024 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q2 2024. The information is specifically focused on institutions that hold shares of Walt Disney Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
216+ 3.88% |
$21.4K - $26.5K
|
5.78K
$594K
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
216+ 3.88% |
$21.4K - $26.5K
|
5.78K
$594K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
210+ 10.37% |
$20.9K - $25.8K
|
2.24K
$230K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
209+ 1.59% |
$20.8K - $25.7K
|
13.3K
$1.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
209+ 0.13% |
$20.8K - $25.7K
|
166K
$17.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
208+ 3.68% |
$20.7K - $25.5K
|
5.86K
$602K
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
204+ 3.64% |
$20.3K - $25.1K
|
5.82K
$597K
|
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
204+ 8.13% |
$20.3K - $25.1K
|
2.71K
$279K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
203+ 3.39% |
$20.2K - $24.9K
|
6.19K
$635K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
202+ 1.95% |
$20.1K - $24.8K
|
10.6K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
202+ 0.86% |
$20.1K - $24.8K
|
23.7K
$2.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
200New |
$19.9K - $24.6K
|
200
$20.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
199+ 2.76% |
$19.8K - $24.4K
|
7.42K
$762K
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
197+ 1.48% |
$19.6K - $24.2K
|
13.5K
$1.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
196+ 6.4% |
$19.5K - $24.1K
|
3.26K
$335K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
194+ 3.13% |
$19.3K - $23.8K
|
6.4K
$657K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
193+ 1.23% |
$19.2K - $23.7K
|
15.9K
$1.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
192+ 4.28% |
$19.1K - $23.6K
|
4.68K
$481K
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
190+ 9.25% |
$18.9K - $23.3K
|
2.24K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
188+ 0.6% |
$18.7K - $23.1K
|
31.5K
$3.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
186+ 7.09% |
$18.5K - $22.8K
|
2.81K
$288K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
186+ 3.73% |
$18.5K - $22.8K
|
5.17K
$531K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
185+ 8.72% |
$18.4K - $22.7K
|
2.31K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
185+ 7.66% |
$18.4K - $22.7K
|
2.6K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
185+ 4.68% |
$18.4K - $22.7K
|
4.14K
$425K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
185New |
$18.4K - $22.7K
|
185
$19K
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
182+ 0.95% |
$18.1K - $22.4K
|
19.2K
$1.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
179+ 6.91% |
$17.8K - $22K
|
2.77K
$284K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
178+ 0.4% |
$17.7K - $21.9K
|
44.2K
$4.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
175+ 2.5% |
$17.4K - $21.5K
|
7.18K
$737K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
174+ 1.4% |
$17.3K - $21.4K
|
12.6K
$1.29M
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
174+ 1.51% |
$17.3K - $21.4K
|
11.7K
$1.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
170+ 9.07% |
$16.9K - $20.9K
|
2.05K
$210K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
170+ 1.17% |
$16.9K - $20.9K
|
14.7K
$1.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
169+ 1.55% |
$16.8K - $20.8K
|
11.1K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
166New |
$16.5K - $20.4K
|
166
$17.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
165+ 1.48% |
$16.4K - $20.3K
|
11.3K
$1.17M
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
164+ 3.03% |
$16.3K - $20.1K
|
5.58K
$573K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
164New |
$16.3K - $20.1K
|
164
$16.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
160+ 18.8% |
$15.9K - $19.7K
|
1.01K
$104K
|
|
|
Aug 01, 2024
Q2 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
158+ 0.39% |
$15.7K - $19.4K
|
40.3K
$4.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
156+ 2.3% |
$15.5K - $19.2K
|
6.93K
$712K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
156+ 2.3% |
$15.5K - $19.2K
|
6.93K
$712K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
155+ 0.85% |
$15.4K - $19K
|
18.3K
$1.88M
|
|
|
Jul 19, 2024
Q2 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
154+ 1.19% |
$15.3K - $18.9K
|
13.1K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
154+ 1.1% |
$15.3K - $18.9K
|
14.2K
$1.46M
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
152+ 2.48% |
$15.1K - $18.7K
|
6.29K
$646K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
152+ 0.18% |
$15.1K - $18.7K
|
84.6K
$8.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
151+ 3.36% |
$15K - $18.5K
|
4.64K
$477K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
150+ 7.87% |
$14.9K - $18.4K
|
2.06K
$211K
|